Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,225 | $65,034-56.6% | $90,970-69.0% | $79,856-64.7% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.0%-1.0pp | 69.6%-1.6pp |
| Annual return | 13.04% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $626 | $1,247-49.8% | $2,122-70.5% | $2,471-74.7% |
| Participant deferral / active EE | $448 | $2,512-82.2% | $3,373-86.7% | $3,741-88.0% |
| Admin fee / account holder | $9,104 | $4,536+100.7% | $5,961+52.7% | $5,306+71.6% |